The Private Office Ltd
The Private Office Ltd Headquarters Location
2 The Bourse, Leeds, LS1 5DE
The Private Office Ltd Photos
About The Private Office Ltd
Our Approach:
Our experienced team have worked together for over 20 years, looking after private clients, families and owner-managed businesses.Our approach is a practical one: we solve problems by providing clear financial planning and investment solutions.
Clients typically have more complex needs and investment requirements that warrant or require specialist advice. All of our clients are serviced as individuals, no one service is the same, and the objective is simply to provide tailored solutions, always putting clients' needs first.
We operate as a traditional family office would, taking a broad and holistic view of the personal and financial situation. Like a conventional family or private office, we do not just provide a wealth management service: some clients like us to handle their day-to-day administrative affairs, others require us to go to their homes twice yearly and do their filing, and others simply use our advisers and technical team as a surrounding board or catalyst for their own investment decisions or for those of their other professional advisers.
We believe an integrated approach is one of the most important elements in financial planning as good communication and relationships between professional advisers ensure that clients receive the most cost effective and streamlined solutions.
At The Private Office, we share a passion and enthusiasm for our work and offer a rare insight into the world of finance that can be as creative and fulfilling as you are willing to make it. We hold a commitment to all of our colleagues to be the best IFA to work with, the best IFA to invest with and the best IFA to grow with.
Background to The Private OfficeOur experienced team have worked together for over 20 years, looking after private clients, families and owner-managed businesses.Our approach is a practical one: we solve problems by providing clear financial planning and investment solutions.
Clients typically have more complex needs and investment requirements that warrant or require specialist advice. All of our clients are serviced as individuals, no one service is the same, and the objective is simply to provide tailored solutions, always putting clients' needs first.
We operate as a traditional family office would, taking a broad and holistic view of the personal and financial situation. Like a conventional family or private office, we do not just provide a wealth management service: some clients like us to handle their day-to-day administrative affairs, others require us to go to their homes twice yearly and do their filing, and others simply use our advisers and technical team as a surrounding board or catalyst for their own investment decisions or for those of their other professional advisers.
We believe an integrated approach is one of the most important elements in financial planning as good communication and relationships between professional advisers ensure that clients receive the most cost effective and streamlined solutions.
At The Private Office, we share a passion and enthusiasm for our work and offer a rare insight into the world of finance that can be as creative and fulfilling as you are willing to make it. We hold a commitment to all of our colleagues to be the best IFA to work with, the best IFA to invest with and the best IFA to grow with.
TPO is a firm of Chartered Financial Planners with offices in Leeds, London and Bath. We specialise in servicing HNW and UHNW clients by helping them to create, sustain, protect and grow wealth. We act for more than 2400 individuals, businesses, charities and trusts offering tailored advice across a breadth of sectors and services including: tax and estate planning, clinical negligence and personal injury planning, alternative and esoteric investments, legacy planning, investment portfolio management, UK & specialist pensions and structural financial planning.
The Private Office was established in 2008 in response to the increasingly impersonal nature of 'mass-market' advice and was founded on the principles of providing bespoke, personal and thorough financial counsel to all clients.
Simply put, our approach is to do whatever is necessary for clients, not what is expedient for them.
Professional Adviser Awards: Best Financial Adviser to work for 2018The Private Office was established in 2008 in response to the increasingly impersonal nature of 'mass-market' advice and was founded on the principles of providing bespoke, personal and thorough financial counsel to all clients.
Simply put, our approach is to do whatever is necessary for clients, not what is expedient for them.
We were awarded ‘Best Financial Adviser To Work For’ in this year’s Professional Adviser awards 2018.
The awards seek to reward excellence within both the financial advice community and among the broader financial services sector.
This is an amazing achievement for TPO and shows just how engaged our employees are at work. We are really proud that TPO is recognised as an outstanding place to work.
OfficesThe awards seek to reward excellence within both the financial advice community and among the broader financial services sector.
This is an amazing achievement for TPO and shows just how engaged our employees are at work. We are really proud that TPO is recognised as an outstanding place to work.
Our head office is located in Leeds and is currently home to around 80 employees. In 2013 we opened our London office to increase our physical presence in the South, which was later strengthened in October 2016 after acquiring Westminster based PQR Financial Planning Limited.
We moved into our new, contemporary London offices in 2018 that are located just a stone's throw from St Paul's Cathedral. In 2017 we established a permanent presence in Bath, where 2 of our advisers are now based.
On April 3 2018, The Private Office LLP and PQR Financial Planning Limited were incorporated into one firm, becoming The Private Office Limited.
Giving Back: Yorkshire Three Peaks ChallengeWe moved into our new, contemporary London offices in 2018 that are located just a stone's throw from St Paul's Cathedral. In 2017 we established a permanent presence in Bath, where 2 of our advisers are now based.
On April 3 2018, The Private Office LLP and PQR Financial Planning Limited were incorporated into one firm, becoming The Private Office Limited.
Here at TPO we love to get involved with loads of fun charity events for numerous charitable causes. We have two committees that focus heavily on charity work within the local and wider community: the Social Committee, and the Visions & Values Committee.
They choose 2 charities each year that we focus our donations on. The charities are nominated by employees, which allows them to focus on local charities that are close to their hearts and have personally helped them, e.g. local cancer charities and hospices, or hospital trusts that have helped their families etc.
As part of our charity expedition in October 2017, a team from TPO took part in the Yorkshire Three Peaks Challenge in order to raise money for Campaign Against Living Miserably (CALM) and the Motor Neurone Disease Association (MNDA).
Other initiatives have included:
- Macmillan coffee Morning which is held in the office;
- Charity breakfast mornings - the social committee cook breakfast for employees in the office for a small charge. All profits go to the nominated charities;
- Annual event - e.g. Yorkshire Three Peaks Challenge 2017. We raise money collectively for the big events which goes to our nominated charities;
- Ad hoc initiatives throughout the year to support recognised days, e.g. red nose day.
It is important to TPO that as a company, in the normal course of business, we operate in a way that enhances society and the environment. Therefore, recently we have devised a new client referral scheme whereby we provide wells to third world countries, such as Africa and Nepal, on behalf of clients who refer other new clients to TPO. The well is built in the client's name with the TPO logo.
They choose 2 charities each year that we focus our donations on. The charities are nominated by employees, which allows them to focus on local charities that are close to their hearts and have personally helped them, e.g. local cancer charities and hospices, or hospital trusts that have helped their families etc.
As part of our charity expedition in October 2017, a team from TPO took part in the Yorkshire Three Peaks Challenge in order to raise money for Campaign Against Living Miserably (CALM) and the Motor Neurone Disease Association (MNDA).
Other initiatives have included:
- Macmillan coffee Morning which is held in the office;
- Charity breakfast mornings - the social committee cook breakfast for employees in the office for a small charge. All profits go to the nominated charities;
- Annual event - e.g. Yorkshire Three Peaks Challenge 2017. We raise money collectively for the big events which goes to our nominated charities;
- Ad hoc initiatives throughout the year to support recognised days, e.g. red nose day.
It is important to TPO that as a company, in the normal course of business, we operate in a way that enhances society and the environment. Therefore, recently we have devised a new client referral scheme whereby we provide wells to third world countries, such as Africa and Nepal, on behalf of clients who refer other new clients to TPO. The well is built in the client's name with the TPO logo.
Number of Employees in The Private Office Ltd
51 to 200
Industry